CIA
PII icon

CSat Investment Advisory’s Polaris PII Stock Holding History

CSat Investment Advisory’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-196
Closed -$18K – 839
2020
Q3 		$18K Buy
196
+25
+15% +$2.46K ﹤0.01% 900
2020
Q2 		$16K Sell
171
-53
-24% -$4.04K ﹤0.01% 907
2020
Q1 		$11K Buy
224
+35
+19% +$2.87K ﹤0.01% 890
2019
Q4 		$19K Buy
189
+32
+20% +$3.1K 0.01% 804
2019
Q3 		$14K Buy
157
+22
+16% +$1.91K ﹤0.01% 817
2019
Q2 		$12K Buy
+135
New +$12.3K ﹤0.01% 820

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's PII Position: Q4 2020 in Review

CSat Investment Advisory sold out of Polaris (PII) in Q4 2020, closing a stake of 196 shares — an estimated $18K sold.

CSat Investment Advisory first reported a position in PII in Q2 2019 and held it in 6 quarters. The position peaked at $19K in Q4 2019. 463 funds tracked by Wall St. Rank hold PII as of Q4 2020.

  • CSat Investment Advisory reported no remaining Polaris position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 196 Polaris shares in Q4 2020, an estimated $18K.
  • CSat Investment Advisory first reported a position in Polaris in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Polaris position peaked at $19K in Q4 2019.
  • 463 funds tracked by Wall St. Rank held Polaris as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.